Sharon Pack (CRD# 7467068) is an Investment Advisor Representative working at Crown Point Wealth Advisors in Hood River, OR and has 1 year of experience in the finance industry.
CRD# 4542577
Cuso Financial Services
CRD# 1823893
Raymond James Financial Services Advisors, Inc.
CRD# 4771578
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cpwa, LLC | Hood River, OR | May 2023 - Current | 1 |
| Cpwa, LLC | Hood River, OR | Oct 2022 - May 2023 | < 1 |
| Edward Jones | Hood River, OR | Nov 2021 - Oct 2022 | < 1 |
| Marchesi Vineyard | Hood River, OR | Feb 2021 - Oct 2021 | < 1 |
| Cathedral Ridge Winery | Hood River, OR | May 2020 - Feb 2021 | < 1 |
| Unemployed | Telluride, CO | Sep 2019 - May 2020 | < 1 |
| Alison Palmer Physical Therapy | Telluride, CO | Oct 2014 - Sep 2019 | 4 |
| Unemployed | Telluride, CO | Mar 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- OR
-
Total Assets Under Management111MILLIONS
-
Total Number of Accounts876ACCOUNTS
-
Average Account Value$126,740
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
OR
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